INDZX vs. VTV
Compare and contrast key facts about Columbia Large Cap Value Fund (INDZX) and Vanguard Value ETF (VTV).
INDZX is managed by Columbia Threadneedle. It was launched on Oct 15, 1990. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INDZX or VTV.
Correlation
The correlation between INDZX and VTV is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
INDZX vs. VTV - Performance Comparison
Key characteristics
INDZX:
0.62
VTV:
1.66
INDZX:
0.84
VTV:
2.36
INDZX:
1.14
VTV:
1.29
INDZX:
0.62
VTV:
2.36
INDZX:
1.76
VTV:
7.12
INDZX:
4.62%
VTV:
2.47%
INDZX:
13.02%
VTV:
10.60%
INDZX:
-63.93%
VTV:
-59.27%
INDZX:
-8.81%
VTV:
-2.48%
Returns By Period
The year-to-date returns for both investments are quite close, with INDZX having a 4.00% return and VTV slightly higher at 4.16%. Over the past 10 years, INDZX has underperformed VTV with an annualized return of 3.21%, while VTV has yielded a comparatively higher 10.27% annualized return.
INDZX
4.00%
-0.41%
-2.34%
6.64%
4.89%
3.21%
VTV
4.16%
0.21%
4.58%
16.09%
10.85%
10.27%
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INDZX vs. VTV - Expense Ratio Comparison
INDZX has a 0.97% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
INDZX vs. VTV — Risk-Adjusted Performance Rank
INDZX
VTV
INDZX vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Value Fund (INDZX) and Vanguard Value ETF (VTV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
INDZX vs. VTV - Dividend Comparison
INDZX's dividend yield for the trailing twelve months is around 1.34%, less than VTV's 2.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDZX Columbia Large Cap Value Fund | 1.34% | 1.39% | 1.68% | 1.49% | 1.09% | 1.34% | 1.44% | 1.64% | 1.07% | 1.34% | 2.13% | 1.17% |
VTV Vanguard Value ETF | 2.22% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
Drawdowns
INDZX vs. VTV - Drawdown Comparison
The maximum INDZX drawdown since its inception was -63.93%, which is greater than VTV's maximum drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for INDZX and VTV. For additional features, visit the drawdowns tool.
Volatility
INDZX vs. VTV - Volatility Comparison
The current volatility for Columbia Large Cap Value Fund (INDZX) is 2.59%, while Vanguard Value ETF (VTV) has a volatility of 2.74%. This indicates that INDZX experiences smaller price fluctuations and is considered to be less risky than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.